IDX Sektor Energi +1,58% GEMS +18,9% di tengah rencana bagikan dividen interim kedua tahun buku 2024. IDX Sektor Infrastruktur +0,62%, TLKM +2,01%. IDX Saham group Prajogo Pangestu masih melaju, BREN +5,88%, PTRO +19,1% dan CUAN +6,67% dan masuk 20 Big Caps BEI.
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TVTranscript
00:00Thank you for staying with us and in this segment, we will review how the trade is going throughout the day.
00:12It looks like the price of gas is going back to the red zone, even though there was a slight weakness in a few minutes after closing in the second session.
00:20And we remind you again, you can still participate on Whatsapp Interactive at 0812.8788.7723, as shown on the screen.
00:31And today we are in touch with Mr. Rio Rizaldi, co-founder of Kelari Saham.
00:36We will go straight to Mr. Rio. Good evening. How are you, sir?
00:40Good evening, Mr. David. How are you, sir?
00:42Thank you, Mr. Rio, for taking the time to be on IDX Channel.
00:46Today, Indekargasam Kambungan continues to strengthen significantly, Mr. Rio.
00:50The highest Intraday level has been created again. It was at 7,715.759 earlier.
00:59However, two hours after closing the second session, Indekargasam Kambungan strengthens more towards the limit.
01:05And the position right now is moving in the red zone, even though there is a slight weakness.
01:11But before that, we will try to review how you see the movement pattern of Indekargasam Kambungan in the last two weeks, which has experienced significant strengthening.
01:21Yes, so if we look at it, it is very reasonable for it to be corrected.
01:25Because first, tomorrow, the investors like to see on Friday, there are a lot of surprises on the weekend.
01:32So it is reasonable for it to be corrected.
01:34And if we look at the movement of IHSG since the last two weeks, since it broke all-time high, it has increased by more or less 5%.
01:41So if we talk about the index at 5%, it is quite a lot.
01:46The maximum increase can be two to three times the index increase.
01:49So basically, the profit has been maintained and in a relatively short time.
01:54I think it's quite short, the profit that was obtained, then of course it will increase the interest for profit taking for a while.
02:00But technically, IHSG is still in a positive territory.
02:06So basically, we see that the target of 7,760 for IHSG can still be said in front of the eyes.
02:15However, we still need to see here that this short increase in the index requires consolidation.
02:22So if we look at it now, the new support for IHSG will probably be around 7,500 to 7,550.
02:30So basically, if there is a correction, it will be an opportunity for the market to do a lot of tests, especially if it moves in line with IHSG.
02:41And in the long term, we see that there is a bullish room for IHSG to approach the level of 8,000.
02:50Precisely at 7,990.
02:52So basically, technical correction is a very reasonable and very healthy thing.
02:58And take advantage of technical correction for biomic business, especially if the index can be corrected to the area of 7,500.
03:07Okay, for tomorrow, in the short term, where will it go?
03:10Will the weakening that occurred in this closing path continue?
03:15On the other hand, the market leaders are still waiting for the data release of the US Secondary Revision PDB.
03:20And on Friday night, the US PCI inflation data will also be released.
03:26Yes, so if we look at Friday tomorrow, we see that the trend is still sideways.
03:31Mixed, but if we look at it here, the mixed is too high.
03:34Because momentum-wise, IHSG is still in a strong momentum to experience a bullish movement.
03:40So basically, the trend is still at 7,750.
03:48Okay, Mr. Ryo, how do you see the strengthening that has occurred in the Samkabungan index in recent times?
03:56The achievement can be said to be quite extraordinary.
03:59Is there a target revision to achieve the Samkabungan index by the end of the year?
04:05Or is the current position of IHSG already this price?
04:08Optimism for the Suku Bunga gap has been confirmed.
04:12When the gap occurs in September, according to the scenario,
04:18will the response from the Samkabungan index be as fast or as strong as today's trade?
04:25Or will it just tend to fall?
04:27Yes, so I can say that basically our index has been consolidating for a very long time.
04:32Lower limit at 6,500, upper limit at 7,300.
04:36Since the beginning of 2022.
04:39So it means that for two and a half years, it has been moving sideways.
04:43So with our index, we can break all time high at 7,400.
04:47Basically, I can say, technically, this is a new era of the bullish phase.
04:52So we are here to say that the index is bullish.
04:56Moreover, it has been confirmed in line with the plan to break the Suku Bunga gap for the first time,
05:05after it continues to rise and will be followed by a few more breaks,
05:09which is to be expected in September.
05:11So basically, the inflow will still continue to occur.
05:14And indeed, usually if there is news that yes, this has been cut at 25 basis points or 50 basis points,
05:20usually there will be a technical correction first.
05:23But basically, with the existing conditions, it will balance the rate of Suku Bunga,
05:30the difference in Suku Bunga between countries, especially Indonesia and America.
05:34And in the end, it can be stronger.
05:36The inflow can be more constant into Indonesia.
05:39And this is also the reason why technically, the index is still very bullish.
05:46And if we look at the current conditions, the index target at IDR 8,000 to IDR 8,100
05:53in the end is not a bullish target.
05:57Okay.
05:58Apart from the review of the movement in the Samkabungan area,
06:01some stocks today still seem to be trying to survive.
06:05In the middle of weakening in the Samkabungan area,
06:08in the middle of reversing the trend in the Samkabungan area,
06:11but still moving in the green zone.
06:13I want to go to the Prayogo Pangestu group.
06:16Mr. Rio, in the first session this afternoon, the strength was very significant.
06:19Becoming a supporter when Samsung backed the big cap,
06:22reversing the weakening trend.
06:24Samsung Property, which previously supported the Samkabungan stock price,
06:27is also more depressed throughout today's session.
06:30I want to go to the brand, sir.
06:31The strength is more towards the limit at the end of the second session today,
06:35intraday today, at IDR 10,975.
06:39Short and medium term for the brand, where will it go, Mr. Rio?
06:42Yes, we see that in the short term,
06:45the rise of the brand will tend to start to rise,
06:48especially if it is close to the level of IDR 11,000.
06:51It is a resistance to the brand.
06:53And if there is a correction, you can monitor the gap level.
06:57There is a gap formed on August 20,
07:00around IDR 9,475 to IDR 9,600,
07:04it becomes a support for the brand.
07:07So this is more or less in the short term.
07:11Today, the strength is more towards the limit, sir.
07:14It is already at IDR 10,425.
07:17Where will it go tomorrow?
07:19Will the profit taking continue for the brand?
07:22Based on the current conditions,
07:24their space is still open, sir.
07:28Because the profit taking that happened today
07:31is because this stock is moving up quite significantly
07:35out of the standard deviation, we can say.
07:38When the price has normalized again,
07:40that is a normal correction,
07:42it can still continue to go up.
07:45Okay.
07:47The capitalization seems to be still advantageous
07:50from the BCA to this point.
07:52For Cuan, Mr. Rio, it went up to IDR 10,200,
07:56finally closed at IDR 9,000,
07:58and it also happened to move for a while in the red zone.
08:02Your analysis, is profit taking also happening for Cuan?
08:06Yes.
08:07So for Cuan, the position is a bit different from the brand,
08:11where Cuan has reached a fairly strong resistance level,
08:15resistance at IDR 10,100.
08:17So basically, looking at the current conditions,
08:20it is better for us to wait for the IDR 8,800
08:27to become a reasonable level for Cuan to rebound again.
08:32So for now, it tends to still move
08:34around IDR 1,000.
08:37What is the recommendation like?
08:39The recommendation is more to buy on weakness at IDR 8,800.
08:43Okay, the closing today is still at IDR 9,450.
08:49The BKB bank today seems to be a burden, sir.
08:53BBRI, BMRI, BBCA,
08:55today also experienced quite a deep pressure.
08:58Meanwhile, the position of BBNI also experienced a significant weakness today.
09:03BMRI, the pressure is up to 1.73%,
09:06but still able to hold at IDR 7,100.
09:09BBCA has already left IDR 10,300.
09:12BBRI is still unable to return to IDR 5,200.
09:16And BBNI is still moving at IDR 5,300
09:20and left IDR 5,400 again.
09:23Because BBNI, at the last minute of the closing,
09:26pulled down, weakened at 1.40%.
09:30Some time ago, these BKB banks,
09:33BBCA has reached the level of new all-time high.
09:36BMRI is trying to get closer,
09:38BBNI and BBRI are still quite far from the highest level.
09:42How do you see the prospects for next week
09:46and in the near future for some of these BKB banks?
09:49Yes, so if we look at it technically,
09:51this is still very healthy and still very promising.
09:54Especially with the inflow in the market.
09:57Usually, if there is capital inflow,
09:59the first thing to buy is BKB stocks,
10:02and especially BKB stocks.
10:04The four stocks that we discussed earlier
10:06are stocks that are used to be the target of buying
10:11when the market is experiencing an inflow.
10:14That's the first thing.
10:15And with the existing conditions,
10:16basically, like BBRI,
10:18BBRI is being corrected to a fairly healthy support area,
10:22IDR 5,000 for example.
10:23So it's basically an area to do buy weakness.
10:28The same goes for Mandiri.
10:29The support level is at IDR 6,900.
10:32Basically, that level can be an area to do buy weakness as well.
10:36And for BCA,
10:37BCA has basically reached the level of new all-time high.
10:40And basically, the correction that is happening right now
10:43does not change the technical or money flow of BBCA
10:47which is still tending to be bullish.
10:51Or for example, like BBRI,
10:52which in the last few seconds of trading,
10:55there was a correction.
10:56But basically,
10:57this stock is still above a very healthy support level,
11:01which is IDR 5,200.
11:03So basically,
11:04the correction that is happening in the big banks
11:07is probably due to the market not knowing how to switch.
11:10Switching to an exotic stock.
11:12Right now, it's a Barito Group stock, right?
11:15It's going up a lot.
11:16So it's very normal for the market to fluctuate
11:19until there is a normalization.
11:22But the trend is still maintained, right?
11:24It's still very positive.
11:26Okay. Analysis from some of the big cap banks
11:28that joined today to be a burden
11:30for the Samkabungan stock price
11:32so that the ISG again left the level of IDR 7,700.